Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Lederer is a financial advisor with AE Wealth Management, LLC in Omaha, NE. Douglas has been in the financial services industry since 2018 and has a broad range of experience advising individuals, families, and businesses. Douglas is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals. Douglas specializes in investment management, retirement planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
01/26/2023 - Present
AE Wealth Management, LLC (Omaha NE)
IA
04/19/2022 - 01/20/2023
CETERA INVESTMENT SERVICES LLC (W DES MOINES IA)
IA
04/30/2020 - 01/20/2023
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
04/30/2020 - 01/20/2023
CETERA ADVISORS LLC (W DES MOINES IA)
IA
04/30/2020 - 01/20/2023
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
04/30/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (W Des Moines IA)
NE
09/30/2019 - 03/19/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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